Wells Fargo Advantage Fund Manager Performance Evaluation
| EAIFX Fund | USD 16.37 0.09 0.55% |
The entity maintains a market beta of 0.0316, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wells Fargo's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wells Fargo is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Wells Fargo Advantage are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Wells Fargo is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 0.9500 |
Wells |
Wells Fargo Relative Risk vs. Return Landscape
If you would invest 1,569 in Wells Fargo Advantage on September 1, 2024 and sell it today you would earn a total of 68.00 from holding Wells Fargo Advantage or generate 4.33% return on investment over 90 days. Wells Fargo Advantage is currently producing 0.0686% returns and takes up 0.4996% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Wells, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wells Fargo Current Valuation
Fairly Valued
Today
Please note that Wells Fargo's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wells Fargo Advantage maintains a prevalent Real Value of $16.18 per share. The last-minute price of the fund is $16.37. We determine the value of Wells Fargo Advantage from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wells Fargo is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wells Mutual Fund. However, Wells Fargo's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.37 | Real 16.18 | Hype 16.37 | Naive 16.4 |
The intrinsic value of Wells Fargo's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wells Fargo's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wells Fargo Advantage helps investors to forecast how Wells mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wells Fargo more accurately as focusing exclusively on Wells Fargo's fundamentals will not take into account other important factors: Wells Fargo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wells Fargo's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wells Fargo Advantage, and traders can use it to determine the average amount a Wells Fargo's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1373
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| Cash | EAIFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Wells Fargo is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wells Fargo by adding it to a well-diversified portfolio.
Wells Fargo Fundamentals Growth
Wells Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wells Fargo, and Wells Fargo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wells Mutual Fund performance.
| Price To Earning | 12.83 X | ||||
| Price To Book | 1.47 X | ||||
| Price To Sales | 0.87 X | ||||
| Total Asset | 13.37 M | ||||
About Wells Fargo Performance
Evaluating Wells Fargo's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wells Fargo has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wells Fargo has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is a fund-of-funds that invests in various affiliated mutual funds and exchange-traded funds employing a multi-asset, multi-style investment approach designed to reduce the price and return volatility of the fund and to provide more consistent returns. It may invest in Allspring Master Portfolios, in other Allspring Funds, or directly in securities. The fund invests at least 55 percent and up to 75 percent of its assets in stock funds and at least 25 percent and up to 45 percent of its assets in bond funds.Things to note about Wells Fargo Advantage performance evaluation
Checking the ongoing alerts about Wells Fargo for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wells Fargo Advantage help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wells Fargo's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wells Fargo's mutual fund performance include:- Analyzing Wells Fargo's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wells Fargo's stock is overvalued or undervalued compared to its peers.
- Examining Wells Fargo's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wells Fargo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wells Fargo's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wells Fargo's mutual fund. These opinions can provide insight into Wells Fargo's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wells Mutual Fund
Wells Fargo financial ratios help investors to determine whether Wells Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wells with respect to the benefits of owning Wells Fargo security.
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